The steps
- A portal for each client, with their own sign-in
- Project status and milestones they can follow
- Documents and versions shared from the record
- Approvals and e-signatures on deliverables and changes
- Support requests with their history
- Published guides from the Knowledge hub
- Only what you choose to share, by client and role
- Activity on the client’s timeline
Where it usually breaks
Scattered channels. Status lives in emails, documents in a shared drive, approvals in someone’s inbox and support in a separate ticket tool. Clients ask the same questions, and your team spends hours answering them.
How Perspectiv connects it
The portal shows clients a view of the records your team already keeps: the project, its documents, the open approvals and their support requests. Nothing is copied to a separate site, so what clients see is always current. See what to share in a client portal for where to start.
The modules it uses
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- Documents and e-signature (framework)Coming soon
Attachments, versions and e-signature on any record.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Customer supportPlanned
Client tickets, support agreements, SLAs, entitlements, billable support and a customer support portal.
Questions
Can clients see only their own work?
Yes. Each client sees only what you share with them, and you can set that by client and by role.
Is the Knowledge hub in the beta?
Yes. Knowledge hub, including published documentation, is one of the first parts of the Q2 2027 private beta.
When can we use this?
The private beta opens in Q2 2027 with Knowledge hub and CRM, with the framework underneath. The other modules in this process join as they are ready, and each one plugs into the same record.